Content Comparison

Step 1: Login as another user, preferably non-System Admin user like USyd Standard UseUser. In the Home Page, click the Service Portal link. 

Step 2: After logging in, we will be redirected to this page in the screenshot below. To Create a Case and launch the Service Portal flow, click either of the following, Reporting and Data Visualization, Data Services, or Systems and Integrations.

Step 3: Populate the required fields and upload a Test File. After the upload is finished, click Done and then click Next.

Step 4: Click the generated URL and verify if this redirects the user to the Case Record.

Step 5: Verify that the uploaded file was successfully linked to the Case Record. 

Testing Steps:

1. Login to Salesforce as Usyd Standard User or any user that can view LL- Chart of Accounts

2. Go to LL- Chart of Accounts tab

3. Open any record

4. On the quick actions, click “Open Pledge Records“ button

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